SkyOak Wealth’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $760K | Hold |
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|
2025
Q2 | $728K | Hold |
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|
2025
Q1 | $720K | Hold |
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|
2024
Q4 | $655K | Buy |
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|
2024
Q3 | $636K | Sell |
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|
2024
Q2 | $555K | Hold |
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|
2024
Q1 | $628K | Hold |
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|
2023
Q4 | $519K | Sell |
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|
2023
Q3 | $461K | Sell |
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|
2023
Q2 | $523K | Hold |
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|
2023
Q1 | $516K | Hold |
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|
2022
Q4 | $565K | Hold |
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|
2022
Q3 | $461K | Hold |
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|
2022
Q2 | $509K | Hold |
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|
2022
Q1 | $550K | Sell |
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|
2021
Q4 | $483K | Buy |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $439K | Buy |
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|
2021
Q1 | $426K | Hold |
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|
2020
Q4 | $389K | Hold |
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|
2020
Q3 | $300K | Buy |
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|
2020
Q2 | $308K | Hold |
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|
2020
Q1 | $268K | Hold |
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|
2019
Q4 | $370K | Buy |
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